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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
2376
InTrack Investment Management
Vermont
$598K -$30K -567 -5%
BI
2377
Beckerman Institutional
New Jersey
$598K – – –
SBF
2378
Sara-Bay Financial
Florida
$595K -$18K -340 -3%
PWP
2379
Private Wealth Partners
California
$595K +$53 +1 +0%
GCA
2380
Gallagher Capital Advisors
Texas
$593K +$570K +10,783 New
NWA
2381
New World Advisors
Massachusetts
$591K +$59.1K +1,118 +12%
IPS
2382
Investors Portfolio Services
Washington
$591K +$568K +10,743 New
IWM
2383
Integris Wealth Management
California
$591K -$2.64K -50 -0.5%
FC
2384
Financial Council
Maryland
$590K -$3.86K -73 -0.7%
KFA
2385
Kapstone Financial Advisors
Ohio
$590K -$43.6K -825 -7%
BOPW
2386
Brandywine Oak Private Wealth
Pennsylvania
$589K -$36.6K -693 -6%
I
2387
InceptionR
California
$588K -$747K -14,131 -57%
ITIM
2388
Indiana Trust & Investment Management
Indiana
$588K – – –
AWMG
2389
Alliance Wealth Management Group
New Jersey
$588K – – –
KW
2390
KWB Wealth
California
$588K +$3.75K +71 +0.7%
MWM
2391
Mindset Wealth Management
Indiana
$588K +$2.48K +47 +0.4%
A
2392
AlphaQuest
New York
$587K -$2.13M -40,304 -79%
RFM
2393
Royal Fund Management
Florida
$587K +$329K +6,215 +195%
DIM
2394
Delta Investment Management
California
$586K +$53 +1 +0%
FFC
2395
First Financial Corp
Indiana
$585K – – –
CCFM
2396
Clear Creek Financial Management
Washington
$584K +$9.78K +185 +2%
VCM
2397
Vines Capital Management
Louisiana
$583K +$560K +10,600 New
BWAM
2398
Boyd Watterson Asset Management
Ohio
$583K +$12.2K +231 +2%
CAC
2399
Certified Advisory Corp
Florida
$583K +$5.29K +100 +1%
CWM
2400
Cahaba Wealth Management
Georgia
$582K +$3.01K +57 +0.5%
94 95
96
97 98